Lync Client 2010 User Manual
Contents
1. Navigate the main window The main window has two parts the Cconversation area and the Contacts list The Conversation area is where you manage incoming calls the active conversation and pending on hold conversations 10 Page hehe crm one aoe pe essun Seat amg eee We i A hee t i H POUYO iSMS L hoe Btls Suntan Incoming Call ea eu ery sto staca ap ke Be aias eaaa Bomnw ey Ae L ja Soonches i pela aa DEN ltteer San eae O a nein i henge sae T ee Win 4c D Whee edus Jiv DEST DI 4c Bae toe ww oe miele ete gr Mho Di aoe UATE IW TM W T it Bret l ene we f UATE MATL L ir by ce wore scorer ar Pen ding Conversation smuss nap Make and receive calls Lync 2010 Attendant provides a simplified interface for making and receiving calls You can still receive instant messages while you re on a call MAKE A CALL To call someone in your Contacts list double click their name or click the phone button next to their name RECEIVE A CALL When someone calls you a notification is displayed in the Incoming area of your main window To answer the call double click anywhere on the notification 2 Y l A apes ee ga c Administrator Network 11 Page DIAL BY NUMBER Enter the number in the search box and then double click the search result m User Available Type a note Views v Arranged By Display Name a 1 425 555 0121 Presence unk2. 0 MULTI PARTY VIDEO CALLS Yes Lync does provide multi party video calls but no Lync does not offer the Hollywood Squares view viewing all users video at the same time when in a multi party video call It will always show the active speaker view only Make extensions Calls You can call extensions in the following ways 1 Click on Call button and select the Extension If Extension is not visible please contact the IT Support Team Type a conversation subject Mobile number QY Other number g New Number Lync Call 2 Inthe Find a contact or diala number enter the extension number with in front 12 Page User Available Set Your Location 7 a gt lt A we ii ext ext Lor Make International Calls To make an international call dial country code phone number E oe Available Set Your Location AN gt i t a H country code phone number x m country code phone number 0 User Available System Administrator IT Set up call forwarding When you set call forwarding settings in the Lync Options dialog box to forward calls all incoming calls are automatically forwarded to the destination you choose Incoming calls do not ring or display a call alert on your computer 1 Open Lync click the Options button and then click Call Forwarding 13 Page 2 Or inthe lower left corner of the L
3. Alerts settings Ringtones and Sounds I want the system administrator to decide currently everyone can see my presence but this Audio Device could change in the future Video Device File Saving CONFIGURE YOUR PERSONAL SETTINGS You can configure your personal settings by 1 Click Options button 2 Click Status button on the left You can set your Sign in address Location Display Photo Activity Feed etc 8 Page My Picture Phones Alerts Ringtones and Sounds Audio Device Video Device File Saving My account Signin address USEF touricoholidays com PoE as 7 Automatically start Lync when I log on to Windows V Show Lync in foreground when it starts Personal information manager Microsoft Exchange or Microsoft Outlook V Update my presence based on my calendar information 1J Show meeting subject and location to contacts in my Workgroup privacy relationship 17 Display my Out of Office information to contacts in my Friends and Family Workgroup and Colleagues privacy relationships V Save instant message conversations in my email Conversation History folder J Save call logs in my email Conversation History folder J Save my Lync contacts in my personal contacts folder on the Exchange server Location Ji Share my location information with other programs I use Display photo V Show photos of contacts Clear this to turn off photos everywhere in Lync Activity Feed V Show all my updates
4. Or open My Computer and navigate to c Program files Microsoft Lync communicator exe lf Lync is started you will see the icon in taskbar A gray icon means that Lync is started but not connected A green icon means that Lync is started and connected 8 54 AM Monday 4 2 2012 2 Page File MeetNow Tools Help Microsoft Lync 2010 Sign in address user touricoholidays com Signinas Available E What s happening today P Username Available Busy o a HD Do Not Disturb Be Right Back P D Off Work Appear Away Reset Status 3 Page PRESENCE DESCRIPTION STATUS E Available You are online and available to contact Busy You are in a Lync call or according to your Outlook Calendar you are in a meeting and you don t want to be interrupted Do not You dont want to be disturbed and will see conversation notifications disturb only if they are sent by someone in your Workgroup Be Right You are stepping away from the computer for a few moments Back Away Your computer has been idle for a period of time 15 minutes by default Off Work You are not working and are not available to contact C Offline You are not signed in You ll appear Offline to individuals whom you have blocked from seeing your presence CI Unknown Your presence is not known Your presence might appear unknown to others who are not using Lyne as their instant messaging
5. a Delete Scheduling N OneNote Assistant Meeting Online In the Online Meeting Options dialog box select the Customize access and presenters for this meeting check box Start an unscheduled meeting To start an unscheduled meeting by using the Meet Now command do the following In the Lync main window click the Show Menu arrow o TIAA le What s happening today J a SS A a2 P 5 Jser Available 7 Office 7 AN S Find a contact or dial a number a Groups Status Relationship In the group conversation window click the People Options button a Se ee ror and then click Meet Now ota feeze a ofS A File gt Tools Help gt Show Menu Bar and then do one of the following To invite people from your Contacts list click Invite by Name or Phone Number type a phone number or select one or more contacts and then click OK To invite people by sending an email click Invite by Email and then fill out the meeting request 35 Page Join a scheduled online meeting or conference call To join a scheduled meeting or conference call do the following In the Outlook Calendar open the meeting you want to join In the meeting request click Join online meeting Start time Wed 6 23 2010 End time Wed 6 23 2010 KE Join online meeting Join an unscheduled meeting You may be invited to an unschedule
6. IM program Sign out of Lync 2010 Although you can close the Lync main window to free up your desktop it s a good idea to leave Lync running in the background For example if you are set up to route calls to your desk phone through Lync signing out could disable your phone You have two options for signing out e At the top of the Lync main window click the availability menu under your name and then click Sign Out e Inthe notification area of the taskbar right click the Lync icon and then click Exit 4 Page b Available Busy 9 lt gt DoNotDisturb i ri M Be Right Back P Groups Off Work ian iz Appear Away gt Freque 4 All Con Reset Status Sign Out a Personalize your contact information You can personalize your location phone numbers and presence information For example you can add your mobile phone number and make it available only to close contacts To set a location to let people know where you are today click the arrow next to Set Your Location or your current location and then in the location menu click Show Others My Location 5 Page ki Wh at s happening today Available Set Your Location 7 amp Set Location v Show Others My Location Auto Update Location Groups Status Relationship gt Frequent Contacts 2 To add a phone number to your contact card click the Options button and then click Phones 3
7. as display name availability or company Sorting your contacts makes it easier to organize find and connect with your teammates quickly At the top of the Contacts list click the arrow next to Arranged By The default sort order in Attendant is Display Name In the drop down list select a sort criterion such as Availability NOTE You cannot hide contacts who have a status of Offline or Presence unknown Transfer a call You can transfer a call to another contact or number by doing the following Click the Transfer button You can also place callers on hold before transferring the call so they don t hear everything during the transfer Double click the name in the Contacts list to whom you want to transfer the call The call just disappears from the Conversation window An error message is displayed if the transfer is TOLE Switch your audio device unsuccessful When you are in an audio conversation you can switch your audio device without interrupting the conversation From the tool bar near the top click the Current Device button From the drop down list select the appropriate device 19 Page W Ken Circeo Fabrikam High Definition Audio Check Call Quality Set Up Audio Select your audio devices To select your audio devices 1 Open Lync and in the lower left corner of the Lync main window click the audio device menu 2 Either select the audio devices that you want to use or click Audio D
8. in Activity Feed To show only your current personal and out of office notes dear this check box Cx Coa Build your Contacts list Add people to your Contacts list if you ll be contacting them often or if you just want to keep track of them In the Lync main window type the person s name or email address in the search field In the search results right click the person Optional If you ll be contacting the person often click Pin to Frequent Contacts Add them to a group by clicking Add to Contacts List and then clicking the group name or if you haven t created groups yet click Add to New Group and give the group a name You can add more contacts to this group later 9 Page name 32 name Offline R amp D Manager R amp D m 1 4 Pinto Frequent Contacts All Contacts Add to New Group Get in touch by IM There are several ways to start an IM conversation with people or groups in your Contacts list From your Contacts list or from search results do any of the following Double click the contact Point to a person s picture When the contact card opens click the IM button Point to a group in your Contacts list and when the group contact card appears click the IM button to senda message to the whole group E Useri Away 28 hour Onanao User So te User 2 awny mia f Avellatle trec Rzmaria Iasi a Available Call a Em f users Gor
9. Click the button for the phone number that you want to add such as Work Phone or Mobile Phone 4 Inthe Edit Phone Number dialog box type the number and then click OK 5 Select the Include in my contact card check box and then click OK 6 To change privacy relationships for the people you want to see your personal phone numbers right click the contact s name in your Contacts list click Change Privacy Relationship and then click Friends and Family User I_ Away 16 hours Tag for Status Change Alerts Friends and Family Share all my contact information except meeting detai Workgroup a eaamn eA si Home and Other phone contact can interrupt Do Not Disturb status Colleagues Phasa sii ms on tert led atlan meen USEPA Offline 15 hours Change your picture settings 1 Inthe Lync main window click the Options button 2 Inthe Lync Options dialog box click Personal 6 Page Under Display photo clear the Show photos of contacts check box to hide other people s pictures and then click OK Cisplay photo Show photos of contacts Clear this to turn off photos everywhere in Lync Activity Feed V Show al my updates in Activity Feed To show only your current personal and out of offce notes dear this check box Lox cance te HIDE OR CHANGE YOUR PICTURE In the Lync main window click the Options button In the Lync Options dialog box click My Picture Do one of th
10. Lync Client 2010 User Manual 1 Signin Log in and Log out 2 2 Personalize your contact information 4 3 Change your picture settings 5 4 Build your contact list 8 5 Get in touch with IM 9 6 Navigate the main window 9 7 Make and receive calls 11 8 Make Extension Calls 12 9 Make International Calls 13 10 Set up call Forwarding 13 11 Set up Simultaneous Ring 15 12 Make a conference call 17 13 Add video to a call 24 14 Transfer a call to Cellphone or another device 25 15 Missed Conversation and Conversation History 25 16 Use Lync 2010 features in Outlook 2010 27 17 Schedule an online meeting or conference call 33 18 Share your desktop and programs with others 36 19 Lync 2010 App for Iphone Ipod touch Ipad Android39 1 Page This Quick Start describes the basics for communicating by using Microsoft Lync 2010 communications software It explains how to use Lync 2010 to easily interact and collaborate with the people at your workplace Sign in Log in and Log out You can open Lync 2010 in two ways Click Start click All Programs click Microsoft Lync and then click Microsoft Lync 2010 You might get signed in automatically by Lync 2010 but if you don t type your sign in name typically your business email address Optional Select a presence status to tell your contacts how available you are By default Lync sets your status automatically based on your current activity or Microsoft Outlook Calendar Click Sign In
11. al under Attendees In the Lync dialog box confirming that you want to give control click OK When you want to take back control press Ctrl Alt Spacebar If Automatically accept control requests is selected click it to clear it Lync 2010 App for Iphone Ipod touch Ipad Android YOU CANNOT MAKE AUDIO VIDEO CALLS with Iphone App IN THIS MOMENT AUDIO CALLS WILL BE AVAILABLE AFTER STEP 2 OF THE LYNC INSTALLATION LATER ON THIS YEAR WILL WORK TELEPHONE NUMBER CALLS NOT VOIP CALLS CONNECTION TO LYNC CAN BE MADE FROM OUTSIDE THE OFFICE AND WITHOUT USING A VPN CONNECTION JUST USE THE SIGN IN ADDRESS WHICH TYPICALLY IS YOUR BUSINESS E MAIL ADDRESS Requirements Compatible with iPhone iPod touch and iPad Requires iOS 4 3 or later It is also compatible with Android OS To download and install Lync Microsoft Lync 2010 App for Iphone navigate to App Store from your device search for Microsoft Lync2010 for iPhone application download and then install Once installed open the App enter your sign in address your email address and click Sign In You can also install the App from iTunes software 40 Page To install Lync Microsoft 2010 App for Android navigate to Google Play website Online Store for Android devices search download and install the Application Some screenshots from Mobile Lync 2010 i O2 UK_ 2G 7 gt o 93 6 Lync 2010 user tourkooholidays com gt Mo re wu Details alw elr T Y ul i jojP al
12. all Right click any one of the selected contacts and then click Start a Conference Call User 1 Ina call Near 31 3212 Redmond Send an Instant Message RQ Start a Conference Call gt Start a Video Call Start Conference Call Nov Lync Start Conference Call by lt R New Number Share gt Send an Email Message Crhenisnle 2 hdsatinn Answer a Call When you get a call an incoming call notification is displayed in the lower right corner of your computer screen Do any of the following To answer the call click anywhere in the incoming call notification To redirect it to a different number click Redirect and then select a number User SENIOR PRODUCER XY Mobile Number TT To send the call to voice mail click Decline Invite other people to the conversation To invite other people to a conversation already in progress do the following 22 Page 1 2 jE In the conversation window click the People Options menu Click Invite by Name or Phone Number click the contact you want or search for and then click OK If someone is available by phone only type the phone number k Group Conversation 1 Participant Sor Group Conversation gt join information and Meeting Optians bx he hes hehe gt ane eT eee eee eee od Video Sharer vol Z Shams E i Imite by Name or Phone Number 2 a User
13. by using the Online Meeting Add in for Microsoft Lync 2010 The Online Meeting Add in for Lync 2010 is installed automatically when Lync 2010 is installed IMPORTANT Lync supports both online meetings and conference calls One meeting request is used for both purposes To create an online meeting or conference call request in Outlook do the following In the Outlook Calendar on the Home tab click New Online Meeting in Microsoft Outlook 2010 or Online Meeting Microsoft Outlook 2007 Home Send Receive Folder View 2G 5a 5 New New New New Online Today Next Day Appointment Meeting Items Meeting Days New Online Meeting Go To 7 Change meeting access and presenter options The default online meeting options are best for small conference calls or sharing and collaboration sessions with people inside your organization If you are scheduling an online meeting with people outside your organization or your meeting is unusually large use the Online Meeting Options dialog box to help you determine the following Who should wait in the lobby before being admitted to the meeting Who should have presenter privileges during the meeting To set access and presenter options do the following In the meeting request on the Meeting tab in the Online Meeting group clickMeeting Options 34 Page 2 Meeting Insert Format Text Review Calendar Actions oo Forward
14. condary Monitor All Monitors Program PowerPoint Presentation New Whiteboard New Poll Lal G Ga Show Stage 3 If you only have one monitor click Desktop Otherwise choose which monitor s to share 37 Page Main Monitor Secondary Monitor All Monitors PowerPoint Presentation A bar that reads You are sharing appears at the top of your screen 4 Optional To see how your screen looks to participants click Preview To close the preview click Hide Stage 5 When you want to stop sharing on the sharing bar at the top of your screen click the Stop Sharing button Share a program 1 Inthe conversation window click the Share menu and then click Program 2 Inthe Share Programs dialog box double click the program that you want to show Select programs 7 p Microsoft Excel Q4 Inbox Mailbox Peter Market Analysis Latest Marketing Budget Krebs Contoso Research from Fabrikam as _ o Microsoft PowerPoint Strategic Partner Pres A bar that reads You are sharing appears at the top of your screen 3 Optional To see how your screen looks to participants click Preview To close the preview click Hide Stage 4 When you want to stop sharing on the sharing bar click the Stop Sharingbuiton 38 Page You sresharing Give Control Be Stop Hong Share a PowerPoint presentation In the conversation window click the Share menu a
15. d or Meet Now meeting or to a meeting that is already in progress In the notification that appears in the notification area at the far right of the taskbar click Join Set audio preferences You can set up Lync to connect to the meeting audio the same way every time or to prompt you for a choice In the Lync main window click the Options button In the Lync Options dialog box click Phones and under Joining conference calls in the Join meting audio from box do one of the following To use integrated computer audio during meetings click Lync To have the Microsoft Lync Server 2010 call you choose a phone number from the list NOTE Ifyou don t see the phone number you want enter it under My phone numbers at the top of the dialog box 36 Page e To use a phone to call into meetings choose Do not join audio Joining conference calls Join meeting audio from Lync hd Prompt me before joining to confirm or select another audio source 3 Optional Under Joining conference calls select the Prompt me before joining to confirm or select another audio source check box Choose this option if your audio preferences change frequently Share your desktop with others To share your desktop with others 1 Open Lync and in your Contacts list double click a contacts name 2 When the conversation window opens click the Share menu n User Available Contoso t Peter Krebs a Main Monitor Se
16. ddition to the global address list When you select None the Lync search feature returns contacts only from the global address list It does not use either the Windows Address Book or the Outlook Contact list 3 If you select Microsoft Exchange or Microsoft Outlook do any of the following e To make your presence automatically reflect when you are in a scheduled meeting select the Update my presence based on my calendar information check box Use the following settings to further specify who can see this information e To show this information to contacts in your Workgroup select theShow meeting subject and location to contacts in my Workgroup privacy relationship check box e To show your Out of Office information to contacts select theDisplay my Out of Office information to contacts in my Friends and Family Workgroup and Colleagues privacy relationshipscheck box Clear the check box if you want to hide your Out of Office information from all your contacts e To save conversation history in Outlook select the Save instant message conversations in my email Conversation History folder check box Clearing this check box means that your instant message history is not kept e To save your phone call history in Outlook select the Save call logs in my email Conversation History folder check box Clearing this check box means that your phone call history is not kept e To save your contacts in Microsoft Exchange Server select the Save my Lync con
17. delegate members Stop call forwarding When you return to your desk remember to stop the call forwarding 14 Page 1 Inthe Lync main window in the lower left corner click the call forwarding menu and then click Turn off call forwarding Or click the Options button click Call Forwarding and then select Turn off call forwarding Click OK gan Forwarding Calis To Work 40743147084 Incoming Calls R Turn Off Call Forwarding Forward Calls To b Qt Simultaneously Ring r Call Forwarding Settings Jy QA Call forwarding is on Set up simultaneous ring Unlike call forwarding where your phone doesn t ring you can set your incoming calls to simultaneously ring your phone and another number or contact in case you are busy or momentarily unavailable This setting can help ensure that callers don t get the busy signal and their calls don t get missed At the same time they won t know that their call was forwarded Lync Optio Ss uam General Call forwarding Personal gt C Turn off call forwarding Learn More Status Calls will ring you at work and not be forwarded ie Picture R2 Forward my calls to Mobile 40743147084 ones par Alerts Calls will be forwarded immediately and not ring your work number Ringtones and Sounds ia Simultaneously ring Audio Device Calls will ring you at work and also UOLSSS EISZ Video Device Mobile 40743147084 22214 Call Forwarding Yo
18. e following 1 To hide your picture click Do not show my picture 2 To change your picture click Show a picture from a web address type the address of a photo site Such as Windows Live Skydrive or Facebook including the file name and then click the Connect to Picture button Comewruncator Optons p x ea S m General Persons Status My Picture Phones Alerts Finglones avd Sound Auto Desce Video Devece Call Forwarting File Sawing Do not show my pare 4 1 gt Defmit corporate picture 4 a G Sow a piire hom e web does Pnp iin ymeb com bubi headshot xy Exe a web address awd check he cowecson The pchre must be 300 of icis i are ae be on a wed server fat you aed you contacts ca atien mifhoul a paseo Connect to Pchse NOTE The file must be less than 30 KB in size If the photo that you want is larger than 30 KB see Prepare a photo for Lync 2010 SET YOUR STATUS AWAY OPTIONS To set your away status 7 Page 1 click the Options button 2 On the left of Lync Options page click on Status button What s happening today Available 7 Pa I Romania Iasi S F ER l Personal Show me as Inactive when my computer has been idle for this many minutes 5 a 4 My Picture Show me as Away when my status has been Inactive for this many minutes 10 g Phones I want everyone to be able to see my presence regardless of system settings override default
19. ept someone s incoming video call they won t see you unless you add video from your side of the conversation 24 Page Transfer a call to CellPhone or another device During the call click on Transfer call to another person or device button and select the mobile User Ina call ALM begrator gt se Video Share Re A dh H A mig G A Transfer to Your Phone Numbers E Connected to Mihai Postolache user tounscoholidays com Mobile Transter to Others Another Person or Number Currert Conversations Missed Conversations and Conversation History Conversation history can be found in Outlook under Conversation History Folder CA Drafts yvul SLGLUS A Sent tems ee IAN Deleted It 11 Conversation with Baaai Conversation History Conversation with Junk E mail PEPENE 7 A Outb ee dog Conversation with LR RSS Feeds Missed conversations will appear as a message in Outlook Inbox Folder a3 Kagu gt tan 1104 AM Inbox 4 is Mi manera Ci Euroweb E Missed conversation with 1100488 Ca Paz oo het r Re aaa i Ran L a MEDIA Ae CA Dratts o USDA here 3 Sent Items n call me when u al 25 Page View a person s Lync 2010 contact card and contact options The contact card displays detailed information about people and provides one click access to several ways of communicating with them You can access a person s contact card in Office 2010 programs anywhere
20. evice Settings to set up a new audio device C Q Callforwarding i Collect Logs Select Your Primary Device PC Mic and Speakers Your computer s default setup Audio Device Settings Check Call Quality Find the right person The search box is the first place to go to find the people you need to contact 1 In the Lync main window in your Contacts list start typing a person s name in the search box Results will appear below the search bar 20 Page first name DS 2 Optional Do any of the following appropriate contact group user Skill first name Available TECHNICAL WRITER Content Publishing If you see who you re looking for double click the contact to send an instant message Name Skill Place a voice call user SENIOR CONTENT PUBLISHING Available db 05 can i Pinto Frequent Contacts All Contacts Add to New Group You can start a phone call with one simple click 1 In your Contacts list or search results point to the contact and then click theCall button n User Available Call d Office A new conversation window opens To add the contact to your Contacts list point to the contact click the Add to Contacts button then select the 21 Page Start a conference call To call multiple contacts In your Contacts list press and hold Ctrl and then click the contacts you want to c
21. i0 To io moowle Ecoce dbo Mocwles so ows Add voice to an IM conversation To add voice to an instant messaging IM conversation In the conversation window click the Call button Group Conversation in Lync adds voice and audio to your conversation You can continue typing while you talk Il 1 To puta call on hold click the Hold button S i 2 To send your call to another phone or merge the call with another conversation click the Transfer menu 3 To end a call click the Leave Call bx button Other controls enable you to mute your microphone or speakers display a dial pad and switch devices A F Q Mute Mute Dial Change Mic Speaker Pad Device 23 Page Plug in a webcam For the closest thing to a face to face conversation connect a webcam to your computer Lync automatically detects the webcam and uses it for your next video call To see your webcam settings 1 Inthe upper right corner of the Lync main window click the Options button 2 Inthe Lync Options dialog box click Video Device Add video to a conversation If you have a webcam set up you can choose to allow your contact to see you as you speak To set up a webcam see the previous section Plug in a webcam 1 Inthe conversation window click the Video button Starting video conference Qi The video call starts You can continue to send instant messages to the call recipient and also other contacts NOTE Ifyou acc
22. ick Reply with IM or Reply All with IM You can also respond with an IM in other Outlook locations In an open email message on the Message tab in the Respond group In Outlook Contacts on the Home tab in the Communicate group on theMore menu In Outlook Tasks on the Home tab in the Respond group 28 Page RESPOND WITH A CALL 1 In Outlook Mail on the Home tab in the Respond group click More and then click Call z f gt i k Ea Meeting 3 24 IM Reply Reply Forward Respond ie Forward as Attachment 2 Doone of the following e Click the name or number of the person who sent the email message e Click Call all to start a Lync 2010 audio conference with everyone who received the email message You can also respond with an IM in other Outlook locations e In an open email message on the Message tab in the Respond group on the More menu In Outlook Contacts on the Home tab in the Communicate group on theMore menu In Outlook Tasks on the Home tab in the Respond group on the Moremenu SEARCH FOR A CONTACT QUICKLY In the Outlook Find a Contact box begin typing the name of the contact you want to find A list of search results appears as soon as you begin typing VIEW YOUR CONTACT LIST IN THE OUTLOOK TO DO BAR 1 Right click in the To Do Bar click Options and then select or clear Show Quick Contacts 2 Optional Select or clear Show contact photo 29 Page Show Date Navigator Number of m
23. ill be forwarded immediately and not ring your work number Ringtones and Sounds Res Simultaneously ring Work 40743147084 v Audio Device Calls will ring you at work and also ring another phone or person Video Device Forward my calls to Mobile 40743147084 Call Forwarding Your current call forwarding settings File Saving Calls will ring you at work 822214 and also ring Work 40743147084 Unanswered calls will go to No voice mail Calls will continuously ring for 5 seconds These settings will apply All of the time Edit my team call group members Edit my delegate members Call Forwarding Unanswered Calls Send unanswered calls to the following Ring for this many seconds before redirecting Work 40743147084 Mobile 40743147084 22209 New Number or Contact 16 Page Take notes during a conversation You can take notes during a conversation to remember important items When the conversation ends you can save the notes by sending them in an email message If necessary click the Note button Click anywhere in the note area and type your note To send notes in an email message click Send Notes NOTE Your notes are automatically saved as part of the conversation history if enabled under Options Pane 1 Seng TOS Make a conference call You can make a conference call with multiple contacts in the conversation Select the contact s you want to invite from your Contacts list Ho
24. ld down the Ctrl key to select multiple contacts Right click one of the selected contacts Click Start a Conference Call 17 Page ibs 2 w Useri SENIOR TECHNICAL WRIT w User 2 SENIOR CONTENT PROJE Users TECHNICAL WRITER w User4 SENIOR TECHNICAL WRIT w User SENIOR CONTENT PUBLIS ADD CONTACTS DURING A You can add contacts during a conference call Available aM oli od LJ Send an Instant Message Q Start a Conference Call Prepare a Conference Send an E Mail Message Ava Away Schedule a Meeting Properties Avail Find Previous Conversations Copy Tag for Status Change Alerts Change Privacy Relationship Add to Contact List Move Contacts to Remove from Group De ete Remove from Contact List Shift Delete CONFERENCE CALL In the Conference area or Conversation window click the Add button Double click the contact name or drag the contact from the Contacts list into the Conference area You can also enter a mobile phone number by using the dial Search for a contact pad You can search for a contact by typing their name in the search box As you type matching names appear in the search results list Type the name of a contact in the search box Find the name in the search results list NOTE lt may take a minute for your search to complete initial indexing 18 Page Sort your contacts You can sort your contacts by different criteria such
25. n with your document do the following 1 On the File tab click Send amp Save and then click Share Document Window 2 Inthe Share Document Window pane complete the To Subject andMessage boxes 32 Page Share Document Window Invite others to view your document window They will not be able to see the rest of your desktop You will also be able to grant therm the ability to have control over your document a D Subject Contoso Eastern Region Sales Report Message Let s take a look at this before the meeting today ra Share Window Click Share Now SHARE AN OPEN DOCUMENT FROM THE REVIEW TAB To send a copy of your document as an instant message attachment do the following On the Review tab in the Share group click Send by IM In the Send File window select one or more people from your Contact list or look for additional contacts in the search box Click OK To start a Lync 2010 sharing and collaboration session with your document do the following On the Review tab in the Share group click Share Now In the Share Now window select one or more people from your Contact list or look for additional contacts in the search box 33 Page 3 1 Click OK Schedule an online meeting or conference call Schedule an online meeting or conference call in the Microsoft Outlook messaging and collaboration client
26. nd then click PowerPoint Presentation In the Share PowerPoint dialog box double click the PowerPoint presentation that you want to share When the content is prepared for presentation and uploaded the other participants will be able to see your presentation NOTE You can make annotations on the presentation using the annotation tools at the lower left of the presentation A bar that reads You are sharing appears at the top of your screen Optional To see how your screen looks to participants click Preview To close the preview click Hide Stage When you want to stop sharing on the sharing bar click the Stop Sharingbutton Create a whiteboard In the conversation window click the Share menu and then click New Whiteboard To start writing or drawing on the whiteboard use the annotation tools at the lower left of the whiteboard Enraji fart ponios La dal tins a oem A n aT X Stes tatg 24 E N beo gl Ye J ree PRODUCT See Uroco 2 4 of iiaee Bixee be al p Ahia hwy D a CHANNELS ije fa 39 Page Give control to others While sharing your desktop monitors or a program on the sharing bar click the Give Control menu Youseshaing SGweConirGt HXi Sop Sharing AWomatcaly accept control requests Altendees Bob Kelly i Click Automatically accept control requests to give control to everybody or click the name of an individu
27. onth rows show Appointments show All Day Events show Details of Private Items Show Task List Show Quick Contacts SCHEDULE AN ONLINE MEETING In the Outlook Calendar ribbon on the Home tab in the Online Meeting group click Online Meeting in Microsoft Outlook 2007 or New Online Meeting in Microsoft Outlook 2010 VIEW YOUR CONVERSATION HISTORY In the Outlook Navigation Pane click the Conversation History folder This folder contains a record of your Lync 2010 calls voice mails and conversations SET OUTLOOK INTEGRATION OPTIONS IN LYNC 2010 1 Inthe Lync main window click the Options button and then click Personal 2 Under Personal information manager select either Microsoft Exchange or Microsoft Outlook or None from the drop down list 30 Page EF sonal information manager Microsoft Exchange or Microsoft Qutlook Update my presence based on my calendar information Show meeting subject and location to contacts in my Workgroup privacy r Display my Out of Office information to contacts in my Friends and Family Colleagues privacy relationships Save instant message conversations in my email Conversation History folder Save call logs in my email Conversation History folder Save my Lync contacts in my personal contacts folder on the Exchange serve When you select Microsoft Exchange or Microsoft Outlook the Lync search feature uses the Microsoft Outlook Contact list as a source of contacts in a
28. s o F e a sikit 92 x c v s njni return iPhone Screenshots mi AT amp T T 2 03 PM am sil AT amp T gt 11 43 Lyne iPhone I ll be out of the office tomorrow Please contact Na gt o Pi Available Marketing Manager product team im lB gt lt Brian Goldstein a Available Charlotte Weiss work 1 206 555 2579 Away 1 hour Marc Boyer mobile 1 206 555 1975 r In a Conference Call Maria S nchez email briangold contoso net Inactive 5 minutes s abe Sun E a Conference Call Inactive 5 minutes company Contoso Ltd W wendy Kahn 41 Page
29. tacts in my personal contacts folder on the Exchange server check box Clearing this check box means that your Lync contacts are kept only in Lync SET LYNC INTEGRATION OPTIONS IN OUTLOOK 2010 1 In Outlook on the File tab click Options and then click Contacts 2 Under Online status and photographs select or clear Display online status next to name 31 Page Online status and photographs amp Display online status next to name Show user photographs when available requires restarting Outlook Start a Lync 2010 sharing session in Word PowerPoint or Excel You can share an open document in Word 2010 Excel 2010 or PowerPoint 2010 by sending a copy or starting a sharing session with one or more contacts SHARE AN OPEN DOCUMENT FROM THE FILE TAB To send a copy of your document as an instant message attachment do the following 1 On the File tab click Send amp Save and then click Send by Instant Message 2 Inthe Send by Instant Message pane complete the To Subject and Message boxes Send by Instant Message Attaching this document to an instant message provides the following Everyone receives separate copies of this document Changes and feedback need to be incorporated manually To i Anii lt i a G Subject Contoso Eastern Region Sales Report ae Message Let s take a look at this before the meeting today Send IM 3 Click Send IM To start a Lync 2010 sharing and collaboration sessio
30. ur current call forwarding settings New Number File Saving My Delegates My Team Call Group Calls will ring you at work 822214 and also ring Work 44074314 Unanswered calls will go to No voice mail Calls will continuously ring for 20 seconds These settings will apply All of the time Edit my team call group members Edit my delegate members 15 Page 1 Click Simultaneously ring and then do one of the following e Click another of your numbers such as your mobile phone e Click New Number and then type a new number in the dialog box that appers e Click My delegates and then in the Delegates dialog box add any contacts whom you want to answer calls for you You can also specify that they be rung only after a certain period Delegates can also make calls on your behalf 2 Click My Team Call group and then in the Team Call Group dialog box add the contacts you want to receive your calls at the same time you do You can also specify that they be rung only after a certain period of time Specify where to send calls that you can t answer 1 In the Lync main window click the Options button and then click Call Forwarding 2 Click Unanswered calls will go to 3 In the Unanswered calls dialog box select a number and a delay in secods Lync Options xs General Call forwarding Personal Turn off call forwarding Learn More Status Calls will ring you at work and not be forwarded My Picture R Phones Alerts Calls w
31. w P amh Meeting oy SiM Reply Reply Forward AN B More Respond Search Inbox Ctri Arrange By Date Conversations 4 Today J Cine sunt Angajatii lunii JS Paz 33 Team E mail tage Reply amp Delete Quick Steps Newest on top ky To Manager sat of of Done j Move Rules OneNote Unread Categorize F ay Create New gt a E Read Move Tags P Re priority task for this week S aR Sun 4 1 2012 6 10 PM RE 27 Page m Message Insert Options Format Text Review Fee Cut a it See Bes A A SY lt 2 aa Copy Paste Bisriu isiilit aA a 5 Address Ch z F Format Painter a E Book Nai Clipboard p Basic Text Names m Eo E F To Sareea re Cc OSEERE ate Send Bcc Subject Lync Manual In addition to viewing a person s availability and contact card as described in the previous section you can use the following additional Lync 2010 features when working in Outlook 2010 Respond to an email contact or task with an IM or call Search for a contact quickly View your contact list in the Outlook To Do Bar Schedule an online meeting View a record of your Lync 2010 calls voice mails and conversations You can also control which features are shared between Lync 2010 and Outlook 2010 RESPOND WITH AN IM In Outlook Mail on the Home tab in the Respond group click IM Tal Me eting Reply Reply Forward All Ha More Respond Cl
32. ync main window click the call forwarding menu and then click Call Forwarding Settings gj gt Q3 Call forwarding is off Call Forwarding Is Off Incoming Calls Turn Off Call Forwarding Q Forward Calls To gt QF Simultaneously Ring Call Forwarding Settings 3 Inthe Call Forwarding dialog box click Forward my calls to select one of the following and then click OK e Click another of your numbers such as your mobile phone e Click New Number or Contact and then search for or click a contact in the dialog box that is displayed You can also set your extension and your extension number 22214 e Click My delegates and then in the Delegates dialog box add contacts whom you want to answer your calls You can also specify that they be rung only after a certain period General Call forwarding Personal Kias C Turn off call forwarding Status Calls will ring you at work and not be forwarded oe R2 Forward my calls to ones Al Calls will be forwarded immediatel Mobile 40743147084 erts 40748998745 Ringtones and Sounds S A Simultaneously ring New Number or Contact M Audio Device Calls will ring you at work and also ring Delegates Video Device Call Forwarding Your current call forwarding settings File Saving Calls will be forwarded directly to your delegates Stefan Agache These settings will apply All of the time Edit my team call group members Edit my
33. you see the Lync 2010 presence indicator next to a person s name VIEW A PERSON S CONTACT CARD AND CONTACT OPTIONS IN AN OFFICE 2010 PROGRAM Point to a person s presence indicator and then click the View More Options button For details see Use the contact card User 4 w xX Available Free until 1 00 PM SENIOR CONTENT PUBLISHING MGR Off a Qe Start Video Call Schedule a Meeting Share Desktop Tag for Presence Alerts e uel View MySite Pin to Frequent Contacts Add to Quick Contacts EF Add to Outlook Contacts Look Up Outlook Contact Outlook Properties The following table describes where you can find the Lync 2010 presence indicator and contact card in Office 2010 programs OFFICE 2010 PROGRAM LOCATION Microsoft Outlook messaging and collaboration client Email From To and Cc boxes Find a Contact search results To Do Bar under Quick Contacts Meeting request Scheduling Assistant 26 Page Microsoft Word word processing program Microsoft Excel spreadsheet software Microsoft PowerPoint presentation graphics program Microsoft SharePoint 2010 team services Microsoft SharePoint Workspace 2010 formerly Microsoft Office Groove 2007 On the File tab on the Info tab under Related People Next to a person s name Use Lync 2010 features in Outlook 2010 In Outlook you can see the user status when you are reading an email or even when you compose a new message Folder Vie
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